Paperwork you can ask questions of
Keep the company's paperwork in ten folders that follow your books. Each file is read and labelled as it arrives, the old version stays when you replace one, and you can ask questions across all of it.
- Ask your documents
- Old versions kept
- Share links you control
- Duplicates stored once
- PDF, Office, CSV and images up to 20 MB
- Split one PDF into as many as 50 files
- An identical file is never stored twice
Sharing
Send the auditor a link
Share a file or folder with a password, an expiry date, a download limit and a one-time email code, open only to the domains you allow. Then see who opened it.
- Allow or block by email or @domain
- Views and downloads per person, exportable to CSV
On upload
Filed the moment it lands
PDFs and images up to 15 MB are read as they arrive and labelled as an invoice, a receipt, a bank statement, a contract and so on. Replace a file and the old one stays in its history.
- Thirteen labels, with a one-line summary of what it covers
- A file behind a bill or a journal can't be deleted for good
The details
- Answers
- Drawn only from files you can open, showing the file, its folder and the passage, with a confidence of high, medium or low.
- Search
- Finds what you mean, not just the words you typed, in files you're allowed to see.
- Permissions
- View, edit, delete, share and download, per folder or per file, with an optional expiry.
- Trash
- Deleted files keep who deleted them and when, and can be restored.
- Storage
- 1 GB on Free, 100 GB on Pro, unlimited on Enterprise.
- Firms
- Accounting firms can share folders with their clients.
The rest of the ledger
- InvoicingQuotes, invoices and reminders, recorded as you send.
- BillingSubscriptions that renew, and retry a declined card.
- PaymentsFPX, DuitNow QR and card on CHIP, matched to the invoice.
- e-InvoiceFiled with LHDN MyInvois, QR code and all.
- Purchase ordersOrder, receive, then turn what arrived into the bill.
- InventoryWhat's on the shelf, costed by weighted average.
- BookkeepingBooks that refuse mistakes, right down to the database.
- PayrollEPF, SOCSO, EIS and PCB, worked out for you.
- ReportingReports and tax forms, up to date whenever you look.
- AgentsAsk in plain words. It waits for your yes.
Start with data room
Free to start, and set up in an afternoon. Every other part of the ledger is there when you need it.